See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,378 | $86,286+14.0% | $111,297-11.6% | $85,850+14.6% |
| Participation rate | 34.0% | 73.3%-39.4pp | 77.3%-43.3pp | 69.3%-35.4pp |
| Annual return | 20.86% | 19.99%+0.9pp | 54.65%-33.8pp | 318.53%-297.7pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $896 | $3,641-75.4% | $4,487-80.0% | $3,952-77.3% |
| Admin fee / account holder | $2,104 | $8,188-74.3% | $7,964-73.6% | $6,260-66.4% |